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Berkshire Hathaway Class B

3,565 hedge funds and large institutions have $275B invested in Berkshire Hathaway Class B in 2022 Q4 according to their latest regulatory filings, with 383 funds opening new positions, 1,339 increasing their positions, 1,314 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

330% more first-time investments, than exits

New positions opened: 383 | Existing positions closed: 89

42% more call options, than puts

Call options by funds: $5.9B | Put options by funds: $4.16B

24% more capital invested

Capital invested by funds: $223B → $275B (+$52.4B)

14% more funds holding in top 10

Funds holding in top 10: 612695 (+83)

7% more funds holding

Funds holding: 3,3393,565 (+226)

2% more repeat investments, than reductions

Existing positions increased: 1,339 | Existing positions reduced: 1,314

0.42% more ownership

Funds ownership: 64.3%64.71% (+0.42%)

Holders
3,565
Holders Change
+226
Holders Change %
+6.77%
% of All Funds
57.31%
Holding in Top 10
695
Holding in Top 10 Change
+83
Holding in Top 10 Change %
+13.56%
% of All Funds
11.17%
New
383
Increased
1,339
Reduced
1,314
Closed
89
Calls
$5.9B
Puts
$4.16B
Net Calls
+$1.74B
Net Calls Change
+$445M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
2676
Concentric Wealth Management
California
$682K
JWS
2677
Juncture Wealth Strategies
Arizona
$682K -$594 -2 -0.1%
CIM
2678
CIM Investment Management
Pennsylvania
$680K -$19.6K -66 -3%
SB
2679
Sunflower Bank
Texas
$678K +$56.1K +189 +9%
SL
2680
Salomon & Ludwin
Virginia
$677K +$29.7K +100 +5%
DWM
2681
Denver Wealth Management
Colorado
$672K +$44.5K +150 +7%
CF
2682
Clarity Financial
Texas
$669K -$41.3K -139 -6%
CPW
2683
Catalyst Private Wealth
California
$668K +$2.38K +8 +0.4%
SC
2684
Schoolcraft Capital
Colorado
$664K -$66.2K -223 -9%
SI
2685
SimpliFi Inc
California
$664K
WAS
2686
WESPAC Advisors SoCal
California
$663K
MGAM
2687
McGowan Group Asset Management
Texas
$661K -$9.8K -33 -2%
VBCG
2688
Valley Brook Capital Group
Pennsylvania
$660K
CWA
2689
Consilium Wealth Advisory
Texas
$659K +$633K +2,133 New
ECM
2690
Estabrook Capital Management
New York
$658K
EWA
2691
ERTS Wealth Advisors
Michigan
$657K -$8.02K -27 -1%
CISOA
2692
Capital Investment Services of America
Wisconsin
$656K
IAA
2693
Ironsides Asset Advisors
North Carolina
$656K +$78.7K +265 +14%
OFP
2694
OLIO Financial Planning
Virginia
$656K -$90.3K -304 -13%
FCB
2695
First County Bank
Connecticut
$656K +$630K +2,123 New
TF
2696
TLWM Financial
Texas
$654K +$629K +2,117 New
EBA
2697
Eagle Bay Advisors
New York
$653K -$185K -623 -23%
3F
2698
360 Financial
Minnesota
$653K
FF
2699
Francis Financial
$649K +$10.7K +36 +2%
TFO
2700
Tarbox Family Office
California
$646K -$297 -1 -0%

BRK.B Hedge Fund Activity: Q4 2022 in Review

3,565 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q4 2022, worth a combined $275B — up 24% from $223B a quarter earlier.

Buyers outnumbered sellers: 383 funds opened new BRK.B positions and 89 closed out — a net gain of 294 holders — while 1,339 added to existing stakes and 1,314 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.26B. The largest seller was Gates Foundation Trust, cutting an estimated $1.48B.

  • 3,565 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q4 2022, up from 3,339 in Q3 2022.
  • Funds reported $275B of Berkshire Hathaway Class B stock for Q4 2022, up 24% quarter-over-quarter.
  • 383 funds opened new Berkshire Hathaway Class B positions in Q4 2022 and 89 closed out, a net change of +294 holders.
  • The largest Berkshire Hathaway Class B buyer in Q4 2022 was T. Rowe Price Associates, an estimated $1.26B added.
  • The largest Berkshire Hathaway Class B seller in Q4 2022 was Gates Foundation Trust, an estimated $1.48B sold.

Based on aggregated 13F filings for Q4 2022.